Pipelines and catalogue
Monday's quote should not go quiet by Thursday.
A WhatsApp sales pipeline that keeps every deal attached to its conversation. See what is open, what is stuck and who owes a follow-up, then close it in the same chat.
500+
businesses across 9 industries
7 days
free on Growth, no card
0%
markup on Meta's message rates
Seconds
for SelfAI to reply, day or night
Your deals are buried in chats you cannot search.
Most WhatsApp sales are lost not because the price was wrong, but because nobody followed up. The deal was never written down anywhere except a chat.
No list of open deals
You cannot answer a simple question: how much is in the pipeline this month?
Follow-ups depend on memory
A busy week and every warm lead turns cold.
Spreadsheets drift from reality
The sheet says 'negotiating' for a deal that closed, or died, a month ago.
Catalogue lives somewhere else
Product links and PDFs are dug out of old chats every time someone asks.
How a chat becomes revenue
- Step 1
Create the deal from the chat
One click, with the conversation attached.
- Step 2
Move it across your stages
Drag and drop. Automations run on every stage change.
- Step 3
Close it where it started
Share the catalogue item or brochure in the chat and mark it won.
A pipeline built around conversations
Custom stages
Match your real process, from enquiry to won.
Several pipelines
Separate pipelines for products, branches or teams. Five on Growth.
Custom fields
Deal value, product, renewal date, whatever your business tracks.
Catalogue in the chat
Product cards, media sets and brochures sent with one tap.
Automations on stage changes
Notify the owner, add a tag or send a template when a deal moves.
Performance reports
See win rates and response times by teammate on Pro.
Who uses pipelines
Real estate
Site visit, negotiation, booking, each buyer tracked.
B2B services
Proposal sent, follow-up, signed.
Jewellery and fashion
Custom orders tracked from design to delivery.
Education
Enquiry, counselling call, enrolled.
In our customers' words.
“Patients message us after clinic hours with the same few questions. The SelfAI answers them from our own information and the team picks up whatever needs a doctor. Fewer missed enquiries, and the front desk is calmer.”
Dr. Maulik Kaneriya
Healthcare · India
“Follow-up used to depend on someone remembering. Now every patient chat sits in one inbox with notes, and reminders go out on time. Fewer patients drop off between consultation and treatment.”
Dr. Nirav Patel
Healthcare · India
“Broadcasts let us share camp dates and care reminders with the right group of patients in minutes, without opening each chat.”
Dr. Namrata Mehta
Healthcare · India
“Our staff and I can see the whole conversation history before we reply, so patients never have to repeat themselves.”
Dr. Nagarajan Ramakrishnan
Healthcare · India
“One shared inbox for the clinic numbers. Nothing sits unanswered over a weekend any more.”
Dr. Sivaram Kannan
Healthcare · India
“Enquiries arrive at all hours from different countries. The SelfAI replies straight away with brochures and availability, and my team follows up the serious buyers the next morning.”
Sudhir Dhodakiya
Real estate · UAE
Loved by 500+ businesses across industries
From neighbourhood shops to household names, teams in India, the UAE, New Zealand and Germany run their WhatsApp on SelfCRM.
Official WhatsApp Cloud API
No unofficial tools
Your own Meta Business account
Your number stays yours
0% markup on Meta rates
You pay Meta's price
7-day free trial
No card needed
Export your data any time
Chats and contacts
Questions people ask.
Something else? Ask us directly.
Is this a full CRM or just an inbox?
Both. Contacts, custom fields, tags, pipelines, catalogue and reports sit next to the inbox.
Can I import my existing leads?
Yes. Import contacts with tags and fields. Done-for-you setup can do it for you.
How many pipelines can I have?
Growth includes 5 pipelines. Pro and Enterprise include more.
Does it connect to my other tools?
Pro includes API keys and webhooks so you can connect your own systems.
How do I try it?
Start a 7-day free trial of the Growth plan. No card needed. Connect your WhatsApp number, and if you stop, your data stays safe until you decide.
See every open deal by Friday.
Start the free trial, create your stages and turn this week's chats into a pipeline you can trust.